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Fund Flow shows how your monthly spending breaks down by category.

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The donut chart

The tab opens with a donut chart where each colored segment is a category. The center shows the total across all visible categories.
  • Tap a segment to filter the list below to that category
  • The center updates to show the selected category’s total
  • Tap the same segment again, or tap the center, to deselect
Category colors come from your category settings, so the chart is only as accurate as your tagging.

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Fund Flow and Flow Tracker

A segmented toggle at the top switches between two views.

Fund Flow

The donut and category breakdown covered on this page.

Flow Tracker

Your allocations against actual spend, sorted by what needs attention first.

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Move between months

Below the toggle, arrows navigate one month at a time. The donut and the item list both update.
  • Tap the month label to jump back to the current month (disabled when you are already there)
  • A trend pill next to your total shows whether you are up or down against last month

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Category cards and budget bars

Below the donut, each category is an expandable card showing its name, total, percentage of overall spending, and a budget progress bar if you have set a budget for it. Tap a card to expand it and see every item that contributed to that total. The selected category pins to the top of the list so it stays visible as you scroll.
If a large share of your spending sits under Other, re-tagging those items is the single change that improves Fund Flow the most. You can do it without leaving this screen — see Categories and organization.